-47.4%
BDRY vs VT
+53.4%
-100.8%
-85.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.2% | +1.5% | +1.7% |
| 7D | +8.6% | -2.3% | +10.9% | +8.9% |
| 30D | -8.2% | -5.0% | -3.3% | -7.6% |
| 3M | -5.0% | -4.9% | -0.1% | -4.4% |
| 6M | +9.3% | -1.5% | +10.9% | +9.5% |
| YTD | +51.0% | +8.5% | +42.5% | +49.0% |
| 1Y | +55.8% | +11.4% | +44.4% | +53.1% |
| 3Y | +151.2% | +70.1% | +81.2% | +128.6% |
| All | -47.4% | +53.4% | -100.8% | -45.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling